Blitz Sales Follow-Up Software Quick Start Guide – Enterprise Edition

The Blitz Enterprise Edition is an excellent way to manage many different entities. When getting started there are a few steps to get things configured to your specifications.  These steps include setting up your companies, users, campaigns, milestones, import your data and get Blitz working for you today.  Below is a list of tips to get Blitz Sales Follow-Up configured and working for you in a few short minutes.

1.) Setup Lead Milestones (Specific Step in the Sales Process)

This screen allows you to first setup the default milestones for all the new companies that you setup within the system.

Add New Milestone

1. Navigate to the Administration Menu -> Lead Milestones (By Default two milestones are created, Contacted and Converted)
2. Click the Add New Record button. (Top Right Corner of Grid)
3. Fill out the milestone text and click the Save New Record button (Top Right Corner of Grid)

Edit/Re-Order Milestones

1. Select one or more rows to edit – [To select a single row for editing, click on the row. This will highlight the row.] [To select multiple rows for editing, you can either click on multiple rows while holding the Ctrl key down or drag an area of rows. If you wish to deselect a row, hold the Ctrl key down while clicking on a selected row.]
2. Click the Edit Selected button (Top Right Corner of Grid)
3. Now you can change the text or re-order any of the selected milestones.
4. Click the Update Selected button to Save your changes (Top Right Corner of Grid) [To cancel your changes without saving click the Cancel button]

2.) Setup Opportunity Categories

1. Navigate to the Administration Menu -> Opportunity Categories
2. Click the Add New Record button. (Top Right Corner of Grid)
3. Fill out the Category Text. This is the value that will be shown in the category dropdown on opportunities.
4. Repeat Steps 2 and 3 to add more categories.

3.) Setup A Company (4 Steps) (A Company can be any type of entity such as an office, agency, division, etc)

If you are using the Enterprise Edition, you selected it because you have multiple companies that you want to manage.  Adding a company is a simple process and you can add as many companies as needed.

1. Navigate to the Administration Menu -> Manage Companies
   
2. Click the Add New Record button. (Top Right Corner of Grid)
3. Fill out the company information.
4. Click the Save button.

4.) Setup Additional User Licenses (4 Steps)

1. Navigate to the Administration Menu -> Manage Users
2. Click the Add New Record button. (Top Right Corner of Grid)
3. Fill out the users information (The user will be required to change there password when they sign in the first time.)
4. Click the Save button and send the new user the login information.

Repeat this setup for each user and for each company user that you may setup.

5.) Setup A Campaign (4 Steps) (A Campaign is a grouping of leads or contacts)

The first time you sign in you will see the lead list. The lead list requires you to pick a campaign. Since you don’t have any campaigns configured you will need to set up that first campaign before yo can add a lead.

1. Navigate to the Administration Menu -> Manage Campaigns
2. Click the Add New Record button. (Top Right Corner of Grid)
3. Fill out the campaigns name and description
4. Click the Save button

You can now configure some of the advanced features of the campaign. Options include a script, permissions, questions, rename custom fields, and set default lead list columns. You can do this by clicking the campaign settings icon (hammer & wrench) for your new campaign. If you want to configure multiple campaigns in the same fashion you can click the copy campaign settings icon for the source campaign. You can then choose a target campaign and copy all of the source campaign’s attributes.

6.) Add Leads and Contacts

Manually Add A Lead/Contact

1. Navigate to the Leads Menu -> Lead List
2. Select the campaign from the dropdown that the new lead is going to belong to
3. Click the Add New Record button (Top Right Corner of Grid)
4. Fill in the fields
5. Click the Save button
6. The Lead Log screen will open so you can save your initial lead log entry all in one step.

Import from CSV Spreadsheets

1. Navigate to the Administration Menu -> Import Leads
2. Browse to the CSV spreadsheet file that you want to import into the system.
3. Map the fields from the spreadsheet to the fields within Blitz by dragging and dropping the columns from the your spreadsheet on the left to the appropriate Blitz fields.
4. Pick and existing campaign or Create a new campaign for which you want the leads to be imported into.
5. Finish by clicking Import Leads button. You should now receive confirmation that the leads were imported.